Financial planning

Financial planning is more than just managing your wealth. We believe that financial planning is about planning for your future lifestyle. You work hard, so make your money work as hard as you do. Community First Credit Union has teamed up with Bridges, a leading and highly respected wealth management business.

What is financial planning?

The aim of financial planning is more than just managing your savings and investments. It's about helping you to plan for a future lifestyle that is as good as it can possibly be. You work hard, so why not make sure your money is working as hard as you are.

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve your financial goals by developing a strategy that will work for you. With over 60 offices and more than 160 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.

How financial advice can help you

A financial planner can help you with different investment strategies for different circumstances, such as:

Budgeting

Managing your tax

Saving

Investing

Superannuation

Estate planning

Aged care planning

Government benefits such as Centrelink

Planning retirement

Is it time to talk about your finances?

Many people are aware that they need professional financial advice but are unsure of where to start. The best way is to contact us and we can organise an appointment for you. The first consultation is complimentary, and without obligation.

Enter the Bridges Retirement Lab to see how you measure up and whether you're on track to live the retirement you want. Quick and easy.

How to apply

Depending on what is most convenient for you, you can choose to get a quote online, over the phone, or by visiting one of our Financial Services Stores.

The aim of financial planning is more than just managing your savings and investments. It's about helping you to plan for a future lifestyle that is as good as it can possibly be. You work hard, so why not make sure your money is working as hard as you are.

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve your financial goals by developing a strategy that will work for you. With over 60 offices and more than 160 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.

How financial advice can help you

A financial planner can help you with different investment strategies for different circumstances, such as:

Budgeting

Managing your tax

Saving

Investing

Superannuation

Estate planning

Aged care planning

Government benefits such as Centrelink

Planning retirement

Is it time to talk about your finances?

Many people are aware that they need professional financial advice but are unsure of where to start. The best way is to contact us and we can organise an appointment for you. The first consultation is complimentary, and without obligation.

Enter the Bridges Retirement Lab to see how you measure up and whether you're on track to live the retirement you want. Quick and easy.

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL No 240837. This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Community First Credit Union does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Part of the IOOF group.

To help members achieve their financial goals by building relationships for mutual benefit

This information on this website is general advice only and does not take into account your objectives, financial situation or needs (your "personal circumstances"). Before deciding whether to buy any product on this website you should consider your personal circumstances. You should read and consider the Terms and Conditions when deciding to use any product (terms and conditions, fees and charges may apply). Our product Conditions of Use are available on this website.